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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,044 hedge funds and large institutions have $46.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 498 increasing their positions, 287 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 287

31% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 71

7% more capital invested

Capital invested by funds: $43.7B → $46.8B (+$3.09B)

4.02% more ownership

Funds ownership: 81.18%85.2% (+4%)

1% more funds holding

Funds holding: 1,0301,044 (+14)

2% less funds holding in top 10

Funds holding in top 10: 157154 (-3)

62% less call options, than puts

Call options by funds: $3.09B | Put options by funds: $8.2B

Holders
1,044
Holders Change
+14
Holders Change %
+1.36%
% of All Funds
21.07%
Holding in Top 10
154
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.91%
% of All Funds
3.11%
New
93
Increased
498
Reduced
287
Closed
71
Calls
$3.09B
Puts
$8.2B
Net Calls
-$5.11B
Net Calls Change
-$4.17B
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
576
HCR Wealth Advisors
California
$996K +$105K +772 +12%
JPLA
577
Joseph P. Lucia & Associates
New York
$996K +$115K +845 +13%
CA
578
Calton & Associates
Florida
$994K -$257K -1,885 -20%
WAP
579
Wealthcare Advisory Partners
Pennsylvania
$993K -$521K -3,822 -34%
CGFA
580
Colton Groome Financial Advisors
North Carolina
$992K -$206K -1,514 -17%
Lido Advisors
581
Lido Advisors
California
$987K +$31.2K +229 +3%
APWA
582
Atlas Private Wealth Advisors
New Jersey
$975K +$17.2K +126 +2%
SCP
583
Seizert Capital Partners
Michigan
$970K
DWA
584
Dorsey Wright & Associates
California
$963K +$63.4K +465 +7%
OFG
585
OmniStar Financial Group
North Carolina
$952K +$70.9K +520 +8%
KC
586
Knuff & Co
California
$946K -$47.7K -350 -5%
SB
587
Strategic Blueprint
Georgia
$946K +$957K +7,019 New
CWM
588
Cabot Wealth Management
Massachusetts
$944K +$603K +4,421 +171%
SCM
589
Shelton Capital Management
Colorado
$943K +$954K +7,000 New
MLM
590
Mount Lucas Management
Pennsylvania
$938K -$109K -798 -10%
NAM
591
NTV Asset Management
West Virginia
$936K
GIP
592
Greatmark Investment Partners
Georgia
$934K
EWM
593
Evercore Wealth Management
New York
$929K +$6.41K +47 +0.7%
CAM
594
Cidel Asset Management
Ontario, Canada
$919K +$177K +1,300 +24%
PCM
595
Parsons Capital Management
Rhode Island
$912K -$273 -2 -0%
PA
596
Pinnacle Associates
New York
$906K +$136 +1 +0%
FHC
597
First Heartland Consultants
Missouri
$900K -$10.1K -74 -1%
Wolverine Trading
598
Wolverine Trading
Illinois
$899K +$910K +6,672 New
Capstone Investment Advisors
599
Capstone Investment Advisors
New York
$884K -$1.05M -7,728 -54%
OC
600
Oarsman Capital
Wisconsin
$882K -$27.9K -205 -3%

LQD Hedge Fund Activity: Q3 2020 in Review

1,044 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q3 2020, worth a combined $46.8B — up 7.1% from $43.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new LQD positions and 71 closed out — a net gain of 22 holders — while 498 added to existing stakes and 287 trimmed.

The largest buyer was BlackRock, adding an estimated $2.4B. The largest seller was Prudential plc, cutting an estimated $1.23B.

  • 1,044 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2020, up from 1,030 in Q2 2020.
  • Funds reported $46.8B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2020, up 7.1% quarter-over-quarter.
  • 93 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2020 and 71 closed out, a net change of +22 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $2.4B added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q3 2020 was Prudential plc, an estimated $1.23B sold.

Based on aggregated 13F filings for Q3 2020.